Getting started: your first steps with InfinitAI

This guide walks you from a blank registration form to a running, monitored account, in the order things actually happen. After reading it you will know what to expect at each step, what your personal manager does for you, and which settings deserve your attention before your first deposit. Nothing here requires prior trading knowledge; where a technical term appears, it is explained on the spot.

Register

Two minutes, name, email, phone.

Connect

Verification and account setup.

Configure

Strategies and alerts, with help.

Monitor

Dashboard and monthly reports.

Step 1: Registering your account

Registration happens on the form on this site: your first and last name, email address and phone number. Use your own name exactly as it appears on your identity document, because verification later compares the two, and mismatches are the single most common cause of a delayed account. Choose a password you do not use anywhere else, and store it in a password manager if you have one.

Two security settings deserve a minute right here. Enable two-factor authentication as soon as your account exists, using an authenticator app such as Google Authenticator or Authy. And confirm that the email address you registered is one you actually check, because login alerts, withdrawal confirmations and every important notice go there.

Step 2: Verification and connecting the platform

After your personal manager's opening call, identity verification completes your file: a government photo document such as passport, Aadhaar or driving licence, and where requested a proof of address such as a recent bank statement or utility bill. Photos of originals, uncropped and readable, pass fastest. The AML / KYC policy page explains every accepted document and the reasons a check can be returned.

Where the platform connects to a market on your behalf, it does so through an API key with the narrowest rights needed, read and trade, and never withdrawal rights. Your manager explains which connections your setup uses; you can see and revoke every key yourself from the security screen at any time. This is also the moment your UPI, bank or card details are confirmed for deposits, in your own name only.

Step 3: Configuring analysis and monitoring

Next you and your manager decide what the engine watches and how it may act. You choose the market focus, for example cryptocurrency pairs, stocks or a mix; the conditions under which strategies operate, such as how aggressively positions are opened; and the notification settings that suit your routine, from a weekly summary email to immediate alerts on significant account events.

Beginners are strongly advised to start from a ready-made strategy, a configuration prepared and reviewed by experienced traders, rather than inventing settings from scratch. Ask your manager to explain, in one paragraph, what your chosen strategy does and in what conditions it loses money; if the answer sounds like a promise of profit instead, ask again. Monitoring continues automatically from this point, including the hours you are asleep, and protective rules can pause activity when markets turn excessively volatile.

Step 4: The dashboard and managing your setup

Your dashboard is where the account becomes visible: current balance, open positions and their status, performance over the period you select, active strategies with their settings, and the audit history of every login, setting change and withdrawal. On a phone it is the same information, arranged for a small screen; nothing important is hidden behind a desktop-only view.

Three actions cover most day-to-day management. Reviewing the monthly report, which your manager can walk you through in one call. Adjusting strategy allocation when your goals or circumstances change, never in reaction to a single bad afternoon. And requesting a withdrawal, which from the dashboard is a few taps: choose the method, confirm the amount and destination, and track the request through its stages. Most users settle into a rhythm of a weekly dashboard glance and a monthly conversation.

Important notes before your first deposit

There is no guarantee of profit, on this platform or any other. Trading involves the risk of losing part or all of the amount you invest, and automation changes the mechanics of trading, not its risks. The illustrative figures in the site's calculator are examples, not forecasts. Deposit only money whose loss would not strain your household, and never borrow to fund an account. Investment decisions remain yours: your manager advises and configures, you decide.

Treat the first weeks as a learning period rather than a race. Start at the Basic plan level from ₹21,000 even if you could deposit more, watch how your strategy behaves through a full month including at least one drawdown, and scale up only when the numbers and your own comfort agree. The full picture of what can go wrong is in the Risk disclosure, and your manager will happily discuss it before, not after, your first deposit.

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